Investment Adviser Representative, Cetera Investment Advisers LLC
Licensed Insurance Broker
As owner of Cummings Wealth Management, my number one priority is to help my clients reach their financial goals.
Every client has different financial needs, hopes and dreams. I focus on learning and understanding your particular needs. Working together, we create and build your unique portfolio; one that will help you achieve your financial goals.
I am a graduate of Villanova University, a Certified Public Accountant, and I hold an MBA in Finance. I bring more than 30 years experience on Wall Street in senior positions, working for some of the top financial firms in the country.
I maintain my CPA credentials through ongoing continuing education classes, and I attend investment planning conferences and seminars to keep current on the latest investment, insurance, and estate planning strategies.
Since 2015, I have partnered with Cetera Financial Specialists, which is an independent broker dealer. This is important, because it allows me to put my clients interests first. There are no sales quotas and no pressure to sell products that primarily benefit the company.
Working closely with a select number of clients allows me the time, attention and energy to ensure that your portfolio is managed closely, and is producing the desired outcome for you and your family.